
Over TaxDome
TaxDome is an all-in-one practice management platform for CPAs, EAs, bookkeepers, and accounting firms. TaxDome allows firms of all sizes to streamline their practice by using one platform for both internal practice management (workflow, CRM, reporting) and client-facing tools (documents, signatures, invoicing, messages). Every client, every email, every job, every invoice: all in one shared place for your team.
5 reasons to utilize TaxDome:
Cut down expenses. Stop paying for 5+ different tools and replace them with one app to do it all — TaxDome. Pay $25 or $50 per month instead of hundreds or even thousands of dollars.
Eliminate excess tools. Firms waste as much as 32 days a year navigating between apps — that’s an hour of productivity lost every single day! Not only is there a loss of focus, but there are extreme inefficiencies by failing to have data centralized in one place. By utilizing TaxDome, you are able to keep all communication (internal and external) in one organized workspace, increasing productivity and drastically cutting down on the amount of time it takes to onboard new hires.
Improve customer experience. As people become more accustomed to using online tools across ecommerce, banking, and social media, they have come to expect the same ease of use from all firms they interact with. The majority of tax and accounting firms are SMBs and do not have the same IT resources as tech behemoths. TaxDome helps you avoid losing clients by providing clients with a user-friendly client portal.
Automate client communication and prevent churn. One of the main reasons for client churn is a lack of communication from the firm. You’re struggling to get things done on time, but without proper communication your clients are in the unknown about processes going on behind the scenes. TaxDome helps you automate this part of work with the help of workflow automations. Each step of the way, your clients are informed about your actions without you lifting a finger!
Reduce admin work. All work that tax, accounting, and bookkeeping professionals do is repeated on a regular basis. With TaxDome, you have a bird’s eye view on your team’s and projects’ progress, can delegate tasks easier, and do a lot of repeatable work automatically. Reduce time spent on admin work and focus on the billable work you do for clients.
Prijzen vanaf:
€ 50,00/maand
- Gratis versie
- Gratis proef
- Abonnement
Top 5 alternatieven voor TaxDome
Voornaamste voordelen van TaxDome
5 reasons to utilize TaxDome:
Cut down expenses. Stop paying for 5+ different tools and replace them with one app to do it all — TaxDome. Pay $25 or $50 per month instead of hundreds or even thousands of dollars.
Eliminate excess tools. Firms waste as much as 32 days a year navigating between apps — that’s an hour of productivity lost every single day! Not only is there a loss of focus, but there are extreme inefficiencies by failing to have data centralized in one place. By utilizing TaxDome, you are able to keep all communication (internal and external) in one organized workspace, increasing productivity and drastically cutting down on the amount of time it takes to onboard new hires.
Improve customer experience. As people become more accustomed to using online tools across ecommerce, banking, and social media, they have come to expect the same ease of use from all firms they interact with. The majority of tax and accounting firms are SMBs and do not have the same IT resources as tech behemoths. TaxDome helps you avoid losing clients by providing clients with a user-friendly client portal.
Automate client communication and prevent churn. One of the main reasons for client churn is a lack of communication from the firm. You’re struggling to get things done on time, but without proper communication your clients are in the unknown about processes going on behind the scenes. TaxDome helps you automate this part of work with the help of workflow automations. Each step of the way, your clients are informed about your actions without you lifting a finger!
Reduce admin work. All work that tax, accounting, and bookkeeping professionals do is repeated on a regular basis. With TaxDome, you have a bird’s eye view on your team’s and projects’ progress, can delegate tasks easier, and do a lot of repeatable work automatically. Reduce time spent on admin work and focus on the billable work you do for clients.
Klanten
- Freelancers
- Kleine bedrijven (2-50)
- Middelgrote bedrijven (51-500)
- Grote ondernemingen (500 en meer)
Implementatie
- Cloudgebaseerd
- On-premise
Markten
Oostenrijk, Australië, België, Brazilië, Canada , Duitsland, Spanje, Frankrijk, Verenigd Koninkrijk, Italië, Nederland, Portugal, Verenigde Staten en nog 8 andere
Ondersteunde talen
Deens, Duits, Engels, Fins, Frans , Italiaans, Nederlands, Portugees (Brazilië), Spaans, Zweeds en nog 5 andere
Prijzen vanaf:
€ 50,00/maand
- Gratis versie
- Gratis proef
- Abonnement
Top 5 alternatieven voor TaxDome
Afbeeldingen





Functies
Totaal aantal functies van TaxDome: 65
Alternatieven
Ignition

Financial Cents

HubSpot CRM

Liscio

Reviews
Heb je TaxDome al?
Softwarekopers hebben je hulp nodig! Productreviews helpen anderen om goede beslissingen te nemen.

- Sector: Administratie
- Bedrijfsgrootte: Zelfstandig ondernemer
- Dagelijks Gratis proef lang gebruikt
-
Bron van de reviewer
Totaalscore
- Prijs-kwaliteitverhouding
- Gebruiksgemak
- Klantenondersteuning
- Waarschijnlijkheid van aanbeveling 10.0 /10
Great Product
Beoordeeld op 10-3-2021
Pluspunten
I love how there's templates. It really helped with implementing and creating processes.
Minpunten
I haven't come across any just yet. So far it's good and I really like it.
Redenen om voor TaxDome te kiezen
Easier to implement and easier to work.Redenen om over te stappen op TaxDome
Pricing played the role in it, but again, the templates really helped.Antwoord van TaxDome
Hi Rolette,
Thank you for your feedback.
- Sector: Administratie
- Bedrijfsgrootte: 2-10 werknemers
- Dagelijks 1-5 maanden lang gebruikt
-
Bron van de reviewer
Totaalscore
- Prijs-kwaliteitverhouding
- Gebruiksgemak
- Klantenondersteuning
- Waarschijnlijkheid van aanbeveling 10.0 /10
Former Canopy User
Beoordeeld op 26-12-2022
Pluspunten
The functionality, price, and ease of use make this software far superior to canopy
Minpunten
Nothing Yet.
Overwogen alternatieven
Bitrix24Redenen om voor TaxDome te kiezen
Canopy kept changing their price structure and reducing functions for the price point I was at when I started with Canopy as an OGOvergestapt van
CanopyRedenen om over te stappen op TaxDome
Bitrix24 was too bulky for my firm with no support to get set up- Sector: Financiële dienstverlening
- Bedrijfsgrootte: 2-10 werknemers
- Dagelijks Gratis proef lang gebruikt
-
Bron van de reviewer
Totaalscore
- Prijs-kwaliteitverhouding
- Gebruiksgemak
- Klantenondersteuning
- Waarschijnlijkheid van aanbeveling 3.0 /10
Just beginning
Beoordeeld op 12-12-2022
Pluspunten
I like what the software promises and hope it will deliver
Minpunten
I least like that it is difficult to administer
Antwoord van TaxDome
Thank you, Stephanie. Your feedback is valuable to us.
We are happy to hear that.
Please let us know if there is anything we can do for you, or if you need assistance with anything. Our support is free and unlimited, and our team will be happy to assist you.
Have a wonderful day
- Sector: Administratie
- Bedrijfsgrootte: Zelfstandig ondernemer
- Dagelijks Gratis proef lang gebruikt
-
Bron van de reviewer
Totaalscore
- Prijs-kwaliteitverhouding
- Gebruiksgemak
- Klantenondersteuning
- Waarschijnlijkheid van aanbeveling 6.0 /10
Tax Dome Document Management
Beoordeeld op 30-10-2022
Setup is pretty easy, but it would be nice to have a file transfer system that could handle...
Setup is pretty easy, but it would be nice to have a file transfer system that could handle multiple folder to folder transfer setup so that everything from your old portal could be transferred to the tax dome portal in one fell swoop versus transferring everything manually from folder to folder via the tax dome drive.
Pluspunten
The document management system seems quite robust, and the security and encryption features built into the software seem top notch.
Minpunten
The ability to have nested folders that are assigned a different privacy / security level versus the parent folder is a negative feature that must be worked around by creating a separate file folder chain.The ability to print from your tax software and have the files go directly into the proper account and file folder (Like SmartVault has) is a negative that I'm hopeful that will be developed quickly, as navigating to the correct folder every time a different client needs to be uploaded to the secure portal will be a royal pain in the ***.
Redenen om voor TaxDome te kiezen
SmartVault was kind enough to implement a 288% price increase for the 2023 tax year.Redenen om over te stappen op TaxDome
Tax Dome presence and support in the tax community and affiliation with NAEA and NATP were the main reasons I went with Tax Dome.Antwoord van TaxDome
Thank you, Marc. Your feedback is valuable to us.
As of now, the privacy level of the top-level folder will be applied to all subfolders, and can't be changed individually. However, we have a Feature Request Board for our paying subscribers where feature requests can be submitted, and existing requests upvoted. We already have an existing request for changing the privacy level here: https://taxdome.canny.io/feature-requests/p/subfolder-permissions-not-just-top-level-permissions
Please feel free to upvote, and submit a new request regarding the transfer process, so that other firms can upvote.
If you have any questions, or need assistance with anything, please let us know.
Have a wonderful day.
- Sector: Administratie
- Bedrijfsgrootte: 2-10 werknemers
- Dagelijks Gratis proef lang gebruikt
-
Bron van de reviewer
Totaalscore
- Prijs-kwaliteitverhouding
- Gebruiksgemak
- Klantenondersteuning
- Waarschijnlijkheid van aanbeveling 8.0 /10
Wanted Everything
Beoordeeld op 24-1-2023
I really didn't have much time with the trial and purchased because I know this will be good for my...
I really didn't have much time with the trial and purchased because I know this will be good for my business ultimately!
Pluspunten
I liked that this software has pretty much everything I could imagine a software having, I would prefer to learn one software really well than to learn 10 different softwares. I like that it was built by accountants for accountants and bookkeepers.
Minpunten
I wish it had SMS messaging but apparently that is in the works. Also, it is a LOT of information to get started. I know it has everything I need though so I'm sticking with it!!
Redenen om over te stappen op TaxDome
This had way more value for the money I think.TaxDome - Veelgestelde vragen
Hieronder zie je enkele veelgestelde vragen over TaxDome.V. Welke prijsmodellen heeft TaxDome te bieden?
TaxDome kent de volgende prijsmodellen:
- Vanaf: € 50,00/maand
- Prijsmodel: Abonnement
- Gratis proef: Beschikbaar
TaxDome offers a 14-day free trial for new users, after which the software is available Lite plan - at $25 per month billed annually. Pro plan - at $50 per month per user billed annually. A $75 per month per user - additional monthly subscription for seasonal staff.
V. Wat zijn de typische gebruikers van TaxDome?
TaxDome heeft de volgende typische klanten:
Zelfstandig ondernemer, 2-10, 11-50, 51-200, 201-500, 501-1.000, 1.001-5.000
V. Welke talen worden door TaxDome ondersteund?
TaxDome ondersteunt de volgende talen:
Deens, Duits, Engels, Fins, Frans, Italiaans, Nederlands, Portugees (Brazilië), Spaans, Zweeds
V. Biedt TaxDome ondersteuning voor mobiele apparaten?
TaxDome ondersteunt de volgende apparaten:
Android (mobiel), iPhone (mobiel), iPad (mobiel)
V. Met welke andere apps kan TaxDome worden geïntegreerd?
TaxDome kan worden geïntegreerd met de volgende toepassingen:
AcuityCRM, Calendly, Gmail, Microsoft Outlook, Quickbooks Online, Schedulista, Stripe, TaxAct Business, TaxAct Professional, Zapier
V. Welke mate van ondersteuning heeft TaxDome te bieden?
TaxDome biedt de volgende ondersteuningsopties:
E-mail/helpdesk, Veelgestelde vragen/forum, Kennisbank, Telefonische ondersteuning, Chatten
Gerelateerde categorieën
Bekijk alle softwarecategorieën die gevonden zijn voor TaxDome.